W-9 Form using JotForm

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    Asked on September 16, 2013 at 06:06 PM

    Who has a simple solution to posting of a W-9 form which would automatically fill in the persons name and then allow him to sign and we could print on our end for tax's...... Also as another option how about a simple way for him to print it himself....yes I could give they the URL and ask for a sign, scan and upload....looking for a cleaner method

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    Answered on September 16, 2013 at 11:18 PM

    Hello akadish,

    From what I grasp, you want to be able to receive the user's W-9 form data and allow the user to verify his submission with an E-Signature.

    There are various ways you can go about achieving this. It all depends on which workflow best accomodates to your needs.

    Solution #1:

    If you do have a website where you currently host the W-9 form. The user can download the form from your site (i.e. http://www.irs.gov/pub/irs-pdf/fw9.pdf). Then they can upload it through our form and sign their submission.

    Example Form: http://jotformpro.com/form/32588653864974


    Solution #2:

    Build the W-9 Form through JotForm's Form Editor. So when they access the form they can fill in all the information asked by the W-9 Form. Once they fill out the form the last field can be the E-Signature so they can authenticate their submission.

    Example: http://form.jotform.co/form/32588171561862?


    That is what the user would have on their end. You can also add a Print option for the user to print out the form they just filled out.


    On your end you can format the Email Alert as to duplicate the W-9 Form's style and formatting. It's just a matter of editting the Email Alert as to show the variables (user submitted data) as you would like to have it displayed.


    If you need additional assistance or you have another workflow you would like to share, do let us know. We are always here to help.

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    Answered on January 07, 2016 at 06:13 PM

    Is there any way to add a link to the W-9 form on the IRS website (http://www.irs.gov/pub/irs-pdf/fw9.pdf) to the form created in JotForm to ensure the most current version of the IRS form is being used?
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    Answered on January 08, 2016 at 01:34 AM



    I have moved your concern to another thread so we can better assist you. Here is the link to the new thread where we will answer your concern: http://www.jotform.com/answers/739482